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UnitedHealth shares owned by Copia Wealth Management

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Copia Wealth Management from 13F filings

Historical chart of Copia Wealth Management investment in UnitedHealth

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All positions including UnitedHealth held by Copia Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Copia Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $83k 240 345.30
2025-06-30 $26k 83 311.98
2025-03-31 $44k 83 523.75
2024-12-31 $42k 83 505.86

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View all positions for Copia Wealth Management

Top funds holding UnitedHealth

Vanguard Group
BlackRock
State Street Corporation
Susquehanna International
Geode Capital Management
Capital World Investors
Citadel Advisors
Jpmorgan Chase & Co
Capital Research and Management Company - Division 3
Wellington Management Company
Morgan Stanley
Jane Street
FMR
Capital Research Global Investors
Dodge & Cox

View all funds holding UnitedHealth